# ASCENDE WEALTH ADVISERS, INC.

ASCENDE WEALTH ADVISERS, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 155768
- Type: SEC-registered investment adviser
- SEC file number: 801-72091
- Location: 2700 POST OAK BOULEVARD, 3RD FLOOR, HOUSTON, TX, 77056
- Phone: 713-629-9666
- Latest filing: 2017-03-28
- Regulatory AUM: $3.6B
- Discretionary AUM: $74.0M
- Non-discretionary AUM: $3.6B
- Clients: 9
- Accounts: 65

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| MASSA ROBERT ARTHUR | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT | — |
| WATT JAMES D | OWNER | — |
| WATT JAMES DOUGLAS | EVP; OWNER | — |
| MA KARMAN | TREASURER | — |
| Crawford Dan | SECRETARY | — |
| Garvey Pete | DIRECTOR; EVP | — |
| REDETT JOHN CHRISTOPHER | DIRECTOR | — |
| Hahn John | DIRECTOR | — |
| McCart Jeff | DIRECTOR | — |
| DWIVEDI KSHITIJ | DIRECTOR | — |
| Corbett Bryan | DIRECTOR | — |
| Burr James | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155768/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155768/similar
- Related entities: https://search.stillhousedata.com/firm/155768/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155768

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.